Investment Prospectus

A talented copy writer, with good layout skills is required to produce a new Investment prospectus for new fund.

The investment prospectus is to be a highly polished, professional crafted document. Aimed at establishing the opportunity, in a convincing, credible, authentic, and professional manner.

Thorough research will be required, and a mix of academic and real life data will be required.

’“Project Red’” description.

’“Project Red’” is an incubation business, it takes advantage of market conditions to buy small to medium sized businesses that have successfully weathered the storms created by the credit crunch, and who now, maybe smaller and leaner than before, but are perfectly placed to take advantage of the recovery.

As we all know a recession clears away a lot of debris and dead wood, it is often said there are no bad sectors only bad businesses, and the 2008 credit crunch and the ensuing years certainly took out a lot of the poorly prepared and poorly positioned businesses. This means it is now possible to acquire businesses that probably would not have been for sale 5 years ago and certainly not for the sort of valuations that can be gained now. By Establishing an Incubator company ’“Project Red’” is able to not only round up some great performing UK small to medium sized businesses at fantastic valuations, but it is able to provide a expert management support, synergies across the group of companies to inter trade and share costs, and also robust financing where the banks fear to tread, enabling them to be first movers as the market recovers and out manoeuvre their competitors.

Why SME and not FTSE, simple, we all know there are great performing companies out there that are undervalued. Both quoted and unquoted, but quoted companies share prices are also affected by confidence, and that adds a layer of unpredictability that ’“Project Reds’” aims to hedge against. Also it is much easier for a company valued at £2m to grow its worth to £4m, so to double. Far harder for a large corporate to do the same. Furthermore smaller businesses can be more flight of foot and react dynamically to the fast moving market of a recovery, without being so affected by global economic issues.

’“Project Red’” aims to acquire groups of businesses in separate holding company vehicles, with £2m worth of equity held by each holding company. For safety and security the companies intellectual property and fixed assets will be held in the holding company and the trading elements of each business will sit in separate UK registered limited liability companies, so that if there are any trading difficulties these are totally ring-fenced and will not affect the group as a whole or affect the ability for trade to be recommenced through a new company if necessary (difficulties whilst unlikely could include litigation or other unforeseen issues)

This holding company will provide management and financial support to the subsidiaries in order to let them grow, dividends will be issued at 6 monthly intervals after the first full 12 months, and the aim is to sell all of the businesses within the group over a 3 ’– 5 year period, as is the optimum. It is anticipated each group will contain 5-8 separate businesses, and as these are sold a special dividend will be issued in addition to the normal trading dividends.

Deliverables
1. Full Investment Prospectus including print ready art work.
2. Summary over view with tear off , including print ready art work

Resources available
A logo has been designed
Access to key personal for interview for content and direction

Number of pages (to be agreed) - 100



Suggested Table of Contents (to be agreed)
Key Information
Executive Summary
Vision
Overview
Investment Objectives
Strategy
Risk
Investment Criteria
The Team
Business Plan
Disclosure
Statement for Self-Certified High Net Worth
Statement for Self Certified Sophisticated Investor
Application form
FAQ section